SAN LUIS OBISPO, CACRD 154861Latest ADV March 13, 2026
Trellis Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Luis Obispo, CA. Its latest Form ADV filing, dated March 13, 2026, reports $480M in regulatory assets under management, 4 employees, and 494 accounts.
Assets Under Management
$480M
Employees
4
Offices
--
Total Clients
128
Primary office
SAN LUIS OBISPO, CA
1135 SANTA ROSA STREET, SUITE 310, SAN LUIS OBISPO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.0% of total clients.
Top client categories% of clientsClients
1
HNWI
82.0%
105
2
Individuals
18.0%
23
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$480Mas of March 13, 2026
Discretionary99.0%
$475M
99% of total RAUM99.0%
Non-discretionary1.0%
$5M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$480M
Total Accounts494
10Y AUM Change+$332M (+224.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.